Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $6,454 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,844 | $58,726-71.3% | $92,240-81.7% | $62,293-73.0% |
| Participation rate | 26.4% | 68.3%-42.0pp | 76.5%-50.1pp | 69.5%-43.2pp |
| Annual return | 21.07% | 43.62%-22.5pp | 176.29%-155.2pp | 28.90%-7.8pp |
| Employer contribution / active EE | $528 | $2,392-77.9% | $3,680-85.7% | $2,042-74.2% |
| Participant deferral / active EE | $1,121 | $2,766-59.5% | $3,897-71.2% | $3,169-64.6% |
| Admin fee / account holder | $2 | $556-99.7% | $5,194-100.0% | $479-99.7% |